B
CRD: 168829
Beaulieu & Associates, LLC
Somers, CT, 06071
8607494138
$43.0M Total AUM
$43.0M Disc. AUM
-- 3Y CAGR
2 Employees
63 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-26-2013
- Office Locations
- 1
Office Locations
48 South Road Unit 15 Somers CT
About Beaulieu & Associates, LLC
Beaulieu & Associates, LLC is a Somers-based RIA. The firm has been operating for 12 years. Managing $43.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
42 AVG AGE
$21.5M AVG AUM / ADVISOR
$682.5K AVG AUM / CLIENT
9.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Bridge
Client Personas
Capital insight
Investment Themes
Wave insight Foundation
Investment Vehicles
Delta horizon
Services
Unison Beacon insight Focus pioneer Ridge oak Glacier Horizon
Owner & Executives
JAMES JOEL BEAULIEU
Chief Compliance Officer, Managing Member
- CRD
- #1914268
- Ownership
- 75% or more
(948) 776-4367
foundation.alpha@harborcapital.com
in linkedin.com/in/prime-north
Showing 1 of 1 owners & executives
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G
Gabriella Chantal Ahern
Associate
- CRD
- #6661850
(908) 354-1618
catalyst.alpha@oakcapital.com
in linkedin.com/in/wave-radial
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,000,000
Public Funds:
10.0% Equity - Exchange:
29.3% U.S. Government/Agency:
9.5% Corporate - Investment Grade:
10.8% Cash:
14.6% Derivatives:
25.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $64,337,385 | 10.0% |
| Equity - Exchange | $188,508,538 | 29.3% |
| U.S. Government/Agency | $61,120,516 | 9.5% |
| Corporate - Investment Grade | $69,484,376 | 10.8% |
| Cash | $93,932,582 | 14.6% |
| Derivatives | $165,990,453 | 25.8% |
| Total | $643,373,850 | 100.0% |